Shares Overcook Potential for a Mining Services Turnaround
We think the market, on balance, is too optimistic on the outlook for the mining services sector, with an average 34% overvaluation for the nine...
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Model Portfolio Monthly Update - Retain Strong Defensive Bias
Following a strong start in its first live month, Evidente's model portfolio under-performed in the month of August, falling by -3.0%, well below...
284 Views
Australia a Risk Haven? Not Today, Mate
Speculation that Australia will lose its AAA rating due to political deadlock at the polls has probably been enhanced by the final downgrade to...
252 Views
Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
223 Views
JSW : The Last Man Standing ?
Almost all Q1 results are out now and i thought i'd do a piece where I talk about how much worse things have gotten yet the street continues to...
314 Views